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Sundaram Small Cap Fund(IDCW)

IDCW
39.980.40% (+0.16)

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Sundaram Small Cap Fund(IDCW)

IDCW
EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,424 Cr
Very High RiskPrinciple investment will be at very high risk
39.980.40% (+0.16)

Price Chart

High
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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,424 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8447.331.08
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2453.151.40

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
—

About Small Cap Fund

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquitySmall Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Small Cap Fund(IDCW)12.74%13.26%10.31%
Nippon India Small Cap Fund(IDCW)18.77%20.71%21.70%
HDFC Small Cap Fund(IDCW-Reinv)14.86%15.78%14.07%
SBI Small Cap Fund(IDCW-Payout)26.83%21.35%21.94%

Price Comparison

Compare Sundaram Small Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Small Cap Fund(IDCW) with any MF, ETF, stock or index
Sundaram Small Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsTreasury BillsCash & EquivalentsEquity0.21%0.57%3.97%95.25%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+33 moreAuto PartsMiscellaneousInvestment Banking & BrokeragePrivate BanksIT Services & Consulting67.06 %4.90 %5.06 %6.46 %6.65 %9.88 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2412.54%11.96%11.12%11.31%9.76%9.88%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Safari Industries (India) Ltd
    SAFARI
    3M change : 0.19 %

    Holdings

    2.93 %

    0.19 %
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 0.04 %

    Holdings

    2.71 %

    0.04 %
  • Aster DM Healthcare Ltd
    ASTERDM
    3M change : 0.51 %

    Holdings

    2.47 %

    0.51 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,446.77 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,751.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Qualification

Data not available

Past Experience

Data not available

Funds Managed (52)

Sundaram Diversified Equity(IDCW)

IDCW
10.34%
7.50%
1.63%

Sundaram Services Fund(IDCW)

IDCW
12.38%
9.82%
0.76%

Sundaram Services Fund-Reg(IDCW)

IDCW
11.06%
8.43%
1.91%

Sundaram LT Tax Adv Fund-Sr IV-(IDCW)

IDCW
14.40%
20.71%
1.18%

Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW)

IDCW
14.15%
20.42%
1.40%

Sundaram LT Tax Adv Fund-Sr III-Reg(IDCW)

IDCW
14.08%
20.58%
1.41%

Sundaram LT Tax Adv Fund-Sr III-(IDCW)

IDCW
14.34%
20.90%
1.18%

Sundaram ELSS Tax Saver Fund(H-IDCW)

IDCW
18.22%
15.92%
1.67%

Sundaram ELSS Tax Saver Fund-Reg(H-IDCW)

IDCW
9.44%
8.58%
2.22%

Sundaram LT Micro Cap Tax Adv Fund-Sr VI-(IDCW)

IDCW
16.21%
21.12%
1.18%

Sundaram LT Micro Cap Tax Adv Fund-Sr VI-Reg(IDCW)

IDCW
15.92%
20.77%
1.42%

Sundaram LT Micro Cap Tax Adv Fund-Sr V-(IDCW)

IDCW
17.33%
19.63%
1.19%

Sundaram LT Micro Cap Tax Adv Fund-Sr V-Reg(IDCW)

IDCW
17.07%
19.31%
1.41%

Sundaram Nifty 100 Equal Weight Fund(IDCW)

IDCW
11.01%
8.17%
0.57%

Sundaram Nifty 100 Equal Weight Fund(IDCW)

IDCW
11.01%
8.17%
0.57%

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW)

IDCW
15.74%
20.31%
1.33%

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-Reg(IDCW)

IDCW
15.60%
20.13%
1.44%

Sundaram LT Micro Cap Tax Adv Fund-Sr III-(IDCW)

IDCW
15.81%
20.38%
1.25%

Sundaram LT Micro Cap Tax Adv Fund-Sr III-Reg(IDCW)

IDCW
15.60%
20.11%
1.43%

Sundaram LT Tax Adv Fund-Sr II-(IDCW)

IDCW
14.42%
13.15%
1.17%

Sundaram LT Tax Adv Fund-Sr II-Reg(IDCW)

IDCW
14.18%
12.86%
1.38%

Sundaram LT Tax Adv Fund-Sr I-(IDCW)

IDCW
13.70%
12.93%
1.39%

Sundaram LT Tax Adv Fund-Sr I-Reg(IDCW)

IDCW
13.64%
12.85%
1.44%

Sundaram Fin Serv Opp Fund(IDCW)

IDCW
2.22%
12.11%
0.78%

Sundaram Nifty 100 Equal Weight Fund(IDCW)

IDCW
10.48%
7.67%
1.04%

Sundaram Nifty 100 Equal Weight Fund(IDCW)

IDCW
10.48%
7.67%
1.04%

Sundaram Fin Serv Opp Fund(IDCW)

IDCW
0.83%
10.49%
2.12%

Sundaram Diversified Equity(IDCW)

IDCW
9.71%
6.87%
2.18%

Sundaram Small Cap Fund(IDCW)

IDCW
11.49%
11.97%
1.94%

Sundaram Services Fund-Reg(IDCW)

IDCW
11.06%
8.43%
1.91%

Sundaram Services Fund(IDCW)

IDCW
12.38%
9.82%
0.76%

Sundaram Fin Serv Opp Fund(IDCW)

IDCW
2.22%
12.11%
0.78%

Sundaram Small Cap Fund(IDCW)

IDCW
12.74%
13.26%
0.84%

Sundaram Fin Serv Opp Fund(IDCW)

IDCW
0.83%
10.49%
2.12%

Sundaram Small Cap Fund(IDCW)

IDCW
11.49%
11.97%
1.94%

Sundaram Small Cap Fund(IDCW)

IDCW
12.74%
13.26%
0.84%

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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